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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,558 | $88,778-59.9% | $81,844-56.6% | $145,884-75.6% |
| Participation rate | 23.8% | 75.1%-51.3pp | 72.4%-48.6pp | 80.3%-56.5pp |
| Annual return | 13.93% | 1033.03%-1019.1pp | 778.87%-764.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $613 | $3,087-80.2% | $2,916-79.0% | $4,662-86.9% |
| Participant deferral / active EE | $959 | $4,648-79.4% | $4,323-77.8% | $6,690-85.7% |
| Admin fee / account holder | $12 | $8,430-99.9% | $7,355-99.8% | $13,392-99.9% |